Choose independent solutions
A key element of any honest conversation is identifying potential conflicts of interest. Your independent United Capital financial advisor has no obligations to large corporate asset managers or investment product manufacturers, and no sales quotas for proprietary products. Your advisor sits on the same side of the table as you, and is free to recommend investment solutions based on your unique needs and circumstances.
Implementing your unique strategy
Once your Master Plan has established a broad asset allocation, your advisor will then begin to tactically implement a unique portfolio based on the specific circumstances and desires of your Plan. They utilize world-class, non-proprietary investment solutions that are suitable for your personal risk profile. By matching your desires against your limitations, we can have an honest conversation about the level of risk you need to take to accomplish your goals. Remember, just because a questionnaire may say you are fit to take a high level of risk, does not necessarily mean that you should.
1. Asset allocation
A customized asset allocation will be developed to suit your unique Master Plan, and the United Capital investment team works with your advisor to screen the universe of investment alternatives to find a solution that fits your goals.
2. Implementation
Working with your advisor, our team of highly qualified professionals objectively allocates your assets across an array of asset classes, which may include nontraditional and alternative investments.
3. Oversight and reporting
Your thorough understanding of your account and how your portfolio is performing at any time is crucial to your comfort and a key to maintaining control of your financial life. Our state-of-the-art, consolidated reporting gathers all of your holdings into one simple statement that is easy to understand, updated daily, and accessible from anywhere.
Highly qualified professionals
Our team of CFAs, CFP®s and advanced-degree professionals work together as a full service wealth management organization. With access to world-class institutional research, our open architecture investment platform enables a wide array of investment management solutions and strategies tailored specifically to your needs.
Our Investment Team
Michael Capelle — MBA, Senior Vice President, Investment Management
David L. Hallman — CFA®, Vice President and Director of Research
Todd Eklund — Investment Analyst
Wayne E. Boenig — CFA, CFP®, AIF®